See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,549 | $181,894+8.1% | $156,549+25.6% | $273,961-28.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 8.78% | 30.74%-22.0pp | 32.23%-23.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,683 | $6,248-73.1% | $5,501-69.4% | $4,869-65.4% |
| Participant deferral / active EE | $9,120 | $5,550+64.3% | $4,871+87.2% | $5,287+72.5% |
| Admin fee / account holder | $4,358 | $15,559-72.0% | $13,027-66.5% | $10,132-57.0% |